A diversified portfolio which identifies stocks transitioning from value to Growth segments with earnings turnaround.
The Investment objective of the scheme is to generate long term capital appreciation from a portfolio of equity by selecting stocks from larger universe
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.39% | -0.28% | -2.11% |
| 3 MONTHS | 1.07% | 6.33% | -5.26% |
| 6 MONTHS | -0.13% | 2.92% | -3.05% |
| 1 YEAR | -0.60% | 11.88% | -12.48% |
| 2 YEAR | 12.49% | 10.97% | 1.52% |
| 3 YEAR | 17.58% | 14.32% | 3.26% |
| SINCE INCEPTION | 15.66% | 15.66% | 0.00% |
| Year | Return |
|---|---|
| CY 2025 | -0.60% |
| CY 2024 | 27.31% |
| CY 2023 | 28.45% |
| CY 2022 | 2.80% |
| CY 2021 | 20.15% |
| CY 2020 | 3.17% |
| Year | Return |
|---|---|
| FY 26_YTD | 5.97% |
| FY 25 | 4.68% |
| FY 24 | 55.69% |
| FY 23 | -3.35% |
| FY 22 | 21.61% |
| FY 21 | 2.18% |
Past performance is not indicative of future results. Returns are subject to market risks.
Principal Officer & Fund Manager
15 years+ experience in Indian financial markets with expertise in trading equities, both index and individual stocks . Strong understanding of both domestic and global macros affecting various asset classes ranging from equities, rates and currencies. Attended seminars and short courses to gain equities domain knowledge in London, Hong Kong and Singapore. MBA (finance) from IIM Calcutta, batch of 2009
AMC: 1.75%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
